Billing FAQ

Introduction

In EveryAnswer, forms are powerful tools that can be embedded within chat conversations with Experts. These forms are used for various purposes like lead generation, surveys, feedback collection, and data gathering. This page will guide you through the creation, management, and usage of forms within EveryAnswer.

Creating a New Form

To create a new form, follow these steps:

1. In the left navigation menu, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Edit Forms sub tab.
5. Click the New Form button.

New Form Pop-up

The New Form pop-up window consists of three tabs to configure your form:

General

• Form Name: Provide a unique name for your form.
• Submit Button Text: Text to display on the submit button.
• Pre Submission Text: Message displayed before the form is submitted (up to 1000 characters).
• Post Submission Text: Message displayed after the form is submitted (up to 1000 characters).

Fields

This tab allows you to manage individual fields within the form:

• Field: Name of the field (e.g., First Name).
• Type: Select the field type (Text, Phone Number, Email).
• Required: Checkbox to mark the field as required.
• Enabled: Toggle to enable or disable the field.
• Click the New Field button to add a new row to the table with inline editing capabilities.

Submit Actions

Configure what happens when the form is submitted:

• Email Notifications: Add email addresses (one per line) to send the form submissions to these addresses.
• Webhook URL: Post the form submission to the provided URL.

Note: Form submissions are always saved to the submissions section within EveryAnswer.

Editing a Form

To edit an existing form, follow these steps:

1. In the left navigation menu, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Edit Forms sub tab.
5. Click the pencil icon beside the form you want to edit.

Deleting a Form

To delete a form, follow these steps:

1. In the left navigation menu, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Edit Forms sub tab.
5. Click the trash can icon beside the form you want to delete.

Viewing Form Submissions

To view form submissions, follow these steps:

1. In the left navigation menu, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Submissions sub tab.
5. Use the filter fields at the top of the table to filter by Form, Date Range, and key form fields.
6. Click the eye icon beside the submission to view all details of the submission.
7. Click the trash can icon beside the submission to delete it (useful for spam).

Form submissions are saved to EveryAnswer and can be exported as CSV. Form results can also be sent to a webhook on submission.

Downloading Submissions

To download form submissions as a CSV file, follow these steps:

1. In the left navigation menu, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Submissions sub tab.
5. Click the Download button in the top right corner of the table to download a CSV file.